Renewable energy continued to advance steadily more competitive energy storage: 2015 to develop clean energy is unstoppable

Polaris solar PV net news: the second half of last year, oil prices continued to decline Industrywide worries about the future of the oil and gas industry. However, is in stark contrast with it, renewable energy and other alternative energy industries to gain people’s attention again, its prospects were also placed great hopes.

Recently, CleanEdge energy consultancy issued a routine report, expected in 2015, the clean energy sector will be a booming trend in North America, such as renewable energy, energy, alternative energy industry will grow steadily.

Renewable 100% flavour

Once upon a time, renewable energy has been seen as the “small minority” of energy, in the area of energy supply only as a supplement. In 2014, however, renewable energy, in particular renewable energy, are very eye-catching performance in the world, gives the industry with new eyes.

According to reports from CleanEdge, in North America, renewable energy has become the most “trendy” sources of energy, many non-energy companies are very interested in renewable energy. For example, the famous Apple, have abandoned the use of fossil fuels in favor of comprehensive use of renewable energy; Amazon recently announced that their data centers will all use renewable energy; in addition, there are Facebook, Google and other companies have also become the renewable part of the army of fans.

And technology companies ‘ enthusiasm for each other is energy companies were overwhelmed. For example, the United States wind energy, solar energy development company NextEra energy company has just announced that the pending acquisition of the Hawaiian Electric Company, which had already made plans, in 2030 years ago to realize its 65% of the supply of electricity from renewable energy. CleanEdge founder RonPernick, said NextEra energy is unquestionably the renewable generation of electricity in Hawaii’s warm, in Florida, another arm of the company’s renewable energy support.

In fact, not only promoted renewable energy in North America, in recent years, renewable energy on a global scale are warmly welcomed. For example, located in the North of Denmark, submitted by 2050 from fossil energy fully based on renewable energy. The country also has developed detailed implementation path: by 2020 wind power accounted for about 50% electricity consumption; 2030 power supply completely free of fossil fuels; 2035 heating from renewable energy sources; by 2050 completely free of fossil fuels. It is understood that at present Denmark is close to achieving its phased targets for 2020.

Energy storage industry will open up new possibilities

According to CleanEdge reports, in addition to renewable energy itself, to provide “services” the storage industry is “fire” up, good situation of development and increasing competitiveness. In North America, dozens of companies are busy cutting costs and improving technology, work hard for pole position in the market.

RonPernick pointed out that, although, for now, the cost is still the energy storage industry facing problems, but recently with advances in technology, in the field of solar energy cost control has started to take a turn. “In the future, those with higher electricity costs for commercial and industrial users, especially those of rising demand for electricity, will be among the first to benefit from the development of the energy industry. “Pernick said.

It is understood that California is the United States energy market is the most mature areas, is already America’s energy industry, “head of State”. In addition, the enthusiasm for the energy storage industry in New York State is rising; even in the Texas oil and gas industry is developed, energy storage is becoming more and more popular, regulators, public utility companies hoping to integrate more renewable power, peak tension supply.

According to solar company SunPower and Sunverge joint report, by 2018, the United States joint storage of solar energy market value, is expected to rise from $ 42 million per year in 2014 to $ 1 billion per year. By then, the national 10% of commercial users of solar energy storage system at the same time.

At the global level, energy storage is also gradually become the industry’s “favorite.” Bloomberg News recently reported, fossil energy consumption power Japan now attaches great importance to energy development. Japan produced by the province has announced that it plans to spend $ 93 billion yen, or about $ 779 million, help and small business entities to install storage facilities and improving energy efficiency.

According to the latest industry analysis consultancy, NavigantResearch is expected by 2023, the world’s only distributed energy storage industry’s annual revenues will reach $ 16.5 billion, and the future, this figure will also maintain an upward trend. “The past two years, distributed energy storage market fast, has become one of the world’s fastest-growing energy market. “The firm’s report said,” the grid operators, utilities, and Governments are currently installed on storage facilities are positive and encouraging attitude. Is expected to further growth in this market in the future. ”

Meanwhile, in a separate report, the company expects the development of large-scale energy storage industry will very quickly, by 2024, annual revenues will reach $ 68 billion.

Low oil resistance of clean electric power development

As regards the present impact of lower oil prices, CleanEdge report found that low oil prices may indeed have had an impact on the transportation of clean energy, but the power sector has not been affected. The report points out that fossil energy market volatility remains strong, unexpected events, such as geopolitics will affect the price of fossil fuels, by contrast, clean energy generation usually do not have these “troubles” and, therefore, under the current low oil price, clean energy and energy-efficiency industries are still growing rapidly.

Bloomberg new energy finance, the founder and Chairman of the Advisory Committee on MichaelLiebreich said: “we should not just consider how the drop in oil prices will affect the development of clean energy industries, on the other hand, we should think more about how clean energy industry will affect oil prices. ”

In addition, CleanEdge report also pointed out that United States power sector is much less sensitive to oil price fluctuations, because its electricity and crude oil or oil products prices are not linked, but closely tied to the utility company’s power generation costs and, therefore, impact of falling cost of clean energy generation is even more apparent.

Also, it was recently announced that prohibiting the use of hydraulic fracturing in New York State, in part, on the development of clean energy industries has also played an active role. Pernick said earlier, the United States already has a number of States prohibit the use of hydraulic fracturing method, such as Texas and New York State practice might in the future will be more and more States to follow suit, which would reduce oil and gas development, renewable and other clean energy will bring more development opportunities.

Pernick said, in fact, in Europe, France, and Germany and other countries, also have limited or completely prohibit the use of hydraulic fracturing, which promote the development of clean energy is good.

Original title: renewable energy continued to advance steadily more competitive energy storage: 2015 to develop clean energy is unstoppable

Operation and maintenance costs of solar thermal power stations looking down to us $ 0.025 per kWh

Arctic star solar PV network news: Although no enough more of data can precise master recently voted shipped of light hot station of run and maintenance cost (O&M), but United States 1980 generation built of SEGS series station can to out some reference sex of data, first of SEGS1, station has run over 30 years, but to now its still in run, and has paid all debt cost, shipped dimension cost that equivalent currently of degrees electric production cost, for 4 cents/kWh, And now a new selling price of approximately 6 cents per kWh.

Above operation and maintenance cost is one of the biggest spending comes from the changes brought by broken mirrors and tube costs. While using of new materials and new design and technology can effectively reduce the malfunction and damage rate collector, but the power mirror breakage and replacement costs are still a large part of its operational expenditures. In addition, the reflector cleaning cost is also an important one, same lack of local water resources.

Recent commissioning of solar-thermal power station operation and maintenance costs are expected to be lower than the SEGS power plant. This is because the mirrors and tube technology and process innovations contribute to the breakdown rate and failure rate is significantly lower, the total cost to replace such equipment reduced, at the same time, innovations in power plant automation operation and maintenance procedures also reduce the operation cost of about 30%.

Taken together, the forecast trough solar thermal power plant operation and maintenance costs of approximately US $ 0.015 per kWh today, this cost consists of the regular expenditure of around $ 70/kW/movements in years and approximately US $ 0.003 per kWh cost. Tower power station is concerned, estimates its fixed costs $ 65 for/kW/years. However, these cost projections do not include insurance (insurance costs for typical of solar thermal power plants is about total annual cost: 0.5%~1%) and other expenses that may occur, if spending is taken into account in all the possibilities to do a rough prediction, the current total operation and maintenance cost of solar thermal power stations would be between $ 0.02 USD ~0.04/kWh. Depending on the plant size and configuration may vary.

By data simulation, South Africa of two proposed to build a 100MW class of estimates its trough and Tower power station operation and maintenance costs (including insurance) at 0.03 between $ ~0.035 $/kWh, another smaller 50MW power station units higher operation and maintenance costs of this trough power station 7%, higher than the Tower power station 5%. Trough power station and Tower power station will benefit from the economies of scale brought about operation and maintenance cost reduction, but configured for the storage system, power plant storage upgrade from 4.5 hours to 9 hours of thermal energy storage, it does not have a unit operation and maintenance cost reduction, in the case of trough power plants, even brings increased operation and maintenance costs.

Overall,, thanks Yu light hot station shipped dimension experience of upgrade, and on shipped dimension process more automation program Shang of improved and equipment reliability of upgrade, long-term view, light hot station of shipped dimension cost can dropped 0.025 dollars/kWh even more low, even in economic cooperation and development organization members (OECD national of human, cost high led to project investment and shipped dimension cost more non-OECD members to high some) within are has may.

Original title: operation and maintenance costs of solar thermal power stations looking down to us $ 0.025 per kWh

Double reverse delayed publication of investigation reports in Beijing announced early hours of 22nd

Polaris solar PV net news: United States International Trade Commission (ITC) of Taiwan with the Mainland investigation report on the solar industry’s two-handed backhand, may delay publishing. It is understood that the US original local time on January 20 to expose result, finds it necessary to extend the 1-to-21st.

Taiwan part of the industry was optimistic about the outcome, if the anti-dumping duty rate to zero, Yu Jing, Motech is expected, new solar plant is more than profits. ITC scheduled United States local time on January 20 vote on industry injury determination and publish the results, it is understood that at present has been delayed until the morning of January 21, Taiwan will learn that until early hours of 22nd.

Then if the ITC finds that plant to the United States caused no damage to the solar industry, works at the front desk was first United States Department of Commerce to determine imposition of anti-dumping duties between 11.45% and 27.55% will be erased. Conversely, if the ITC believes that factory solar industry does cause damage, then the aforementioned anti-dumping duty is about to put into practice, bad for the plant.

Original title: double reverse delayed publication of investigation reports local time in beautiful 21st

The PV industry of China Merchants Bank credit guidelines

Polaris solar PV net news: 12th part is the universal terms, to field a basic explanation, omitted

Third, the PV industry participants

One large power group, national grid company, local power generation and other power industry enterprises, holding and operation of photovoltaic power plants are obtained in order to stabilize the power gains, long-term operation of the power station and high quality requirements, is strong in its own right, now is the PV industry’s major manufacturers, can be used as our main target customers.

Class II is a professional photovoltaic power plant developers, such customer specialized in photovoltaic power plant development, and has the speciality of power engineering, construction technology, photovoltaic power plant contract, BT, BOT business, I preferred to intervene better qualified, better performance and a stable source of repayment of the part of the customer.

Three types of distributed PV power plant owners, big difference on these clients, specific projects should be targeted at specific customers, analyze preferred to intervene.

Four types of upstream the photovoltaic manufacturing companies expand to plant and raw materials industries, such customers to develop power stations are designed to consume their own PV manufacturing capacity, such clients on the development and operation of power stations have no particular advantage, combined with the cash-strapped developed hydropower station’s purpose is to change hands in the power quality and insufficient attention to the long-term operation of, in principle, not be involved in this kind of customer.

Five classes are dedicated to PV asset securitization trusts, investment companies, fund managers, and so on, in the case of basic good asset quality, our business cooperation with powerful institutions.

Four, the PV industry are the main risks

(A) policy change risks. Current PV benefits remains greatly dependent on Government subsidies, over the long term, gradual reduction in the subsidy is determined, if EU subsidies were gradually dropped significantly to PV, PV benefits policy change will affect the stability. In some areas there is a risk subsidy income cannot be put in place for a long time.

(B) plant quality risks. Photovoltaic plant is exposed to the open air, wind, water, ground subsidence, natural environmental factors such as cold, ultraviolet radiation, the natural erosion of photovoltaic power plants will have a greater impact on the quality. PV power station as an emerging industry, existing technologies and materials and experienced time inspection, under cost pressure, power plant components there is a big risk. Authority of the State Department survey showed that 30% built about three years of power plant suffered different degrees of quality problems, has completed three years of high decay rates of the component PV power station 68%, others such as PV modules to yellow burst, scaffold accidents are not uncommon.

(C) the left light up electricity risks. Supporting network construction, the peaking power, regional power grid capacity, power station itself does not meet the technical requirements and other factors, PV possible risk without an Internet connection.

(D) the risk of technological progress. Photovoltaic technology is still in a stage of rapid development, revolutionary technological advances will change the industry landscape, enterprises have a greater impact to the industry.

(E) the financial risks and operational risks. Investing in photovoltaic power plant the subject more, some property owners to earn quick money for the purpose of entering the industry, the actual lack of financial resources, technology and capacity, there are financial risks and operating risks.

V, PV industry policy direction

PV industry is scheduled for my modest into sectors. Considering the Internet, project cost, factors such as strength of the shareholders based on the focus to support the mainstream power business investment in solar energy resource-rich areas of crystal silicon PV grid-connected power generation project, selectively support a distributed power plants, suspended in thin-film PV off-grid PV and PV photovoltaic power plant manufacturing business investment.

(A) the PV industry the customer access line

1. the project has been approved by the national authorities, national environmental impact assessment reports issued by relevant authorities, project construction, water, soil and water conservation plans to obtain approval from relevant authorities; the project close to the national electric power backbone, supporting grid construction is progressing well and the completion of the project, have conditions of grid-connected power generation, grid company written on the Internet made promises or power purchase contracts.

2. centralized ground total PV installed capacity 10,000-kilowatt (inclusive) or more, including Qinghai, Xinjiang, Gansu and Ningxia provinces and total installed capacity of 9,000 kilowatts (or more). Centralized PV dynamic investment cost on the ground not more than 12000 Yuan/kWh, distributed PV power plant project unit cost should be less than RMB 10,000/kW.

3. financial internal rate of return of not less than 10% the project, projects own funds ratio of not less than 30%.

4. in principle projects annual sunlight duration of not less than 2,500 hours, annual utilization hours of not less than 1300 hours of power generation equipment.

5. the centralized financing of terrestrial PV applications has been completed, requires continuous period of not less than 6 months, the continuous period, actual monthly Internet monthly full output power of the power capacity reached 50% (inclusive) or more.

6. project should have photovoltaic power plant construction and operation experience of controlling shareholders, in principle, profit of no less than 100 million Yuan last year, asset-liability ratio not higher than 70%.

(B) risk control

1. participation in syndicated loans in large photovoltaic power plant projects, in principle at 30% per cent of bank financing (included), I will serve as lead, may be relaxed.

2. the loan of our Bank shall in principle not more than 12 years, shall not exceed a maximum of 15 years repayment grace period shall not exceed 1 year and must be used for loan repayment by instalments, in principle the mid-term repayment before annual payments decrease.

3. the required increases in the loan contract, in principle “after the project is completed, if there were any two consecutive years of annual utilization hours less than the project feasibility study at the level of 85%, our Bank to declare a loan in advance of maturity” and other restrictive clauses.

4. the borrower shall provide effective risk mitigation measures covering our bank loan risk, terrestrial concentrating photovoltaic power plant project will have full liability guarantee provided by the controlling shareholder (or shareholders pro rata warranty), go through the PV fixed mortgage, pledge of PV power station and electricity fee pledge and tariff revenue account opened at the Bank. Mortgage loss of utility assets to acquire a property casualty insurance, I conduct the first beneficiary.

5. the procurement of power station components should, in principle, in the strong reputation of the large vendors, review equipment lists, review product quality insurance or certification of China quality certification Center for.

Original title: the PV industry of China Merchants Bank credit guidelines

Denmark solar industry overview

Arctic star solar PV network news: Denmark is located in Nordic, average years solar radiation volume 1000-kilowatt Shi/square meters, equivalent China solar radiation resources of fourth class area, resources does not rich, but Denmark of solar application in recent years development soon, to 2013 late, solar hot using anthology hot area 780,000 square meters, per capita set hot device area 0.154 square meters/people, although anthology hot area and per capita set hot area does not highlight, but Denmark through development large solar across quarter storage hot technology, Full use of solar energy resources.

Large solar district heating is an important direction of the global solar thermal utilization. Heating cycle length due to the Nordic region, Denmark attaches great importance to central heating, and have built a mature system of centralized heat supply infrastructure and supporting policies. Denmark is the world’s first country to promote solar district heating, also the world’s largest solar-powered district heating market.

In 1988, Denmark built a first collector area is 1000 square meters of solar district heating stations, providing heating services for 270 families. By the end of 2012, Denmark solar district heating projects (37) and scale (193MWth is equivalent to 275,000 sqm collector area) are among the first in Europe, and far higher than the heat using a good application of several European countries, such as Germany (21, 39,000 square meters) and Austria (22, 31,000 square meters). At present ten of Europe’s largest solar district heating projects in Denmark, every project of solar collector area more than 10,000 square meters, the largest collector area of 33,000 square metres of 3. Denmark has built large-scale solar district heating projects are built with cross-season heat storage system, to increase the contribution rate of solar energy in district heating. In the early stages of development, due to lack of heat storage system, a solar energy contribution rates are low, only 2%-5%. With the large-scale application of thermal storage technologies, most solar-powered district heating of solar energy contributes to achieve the 15%-20%, project of solar energy contributes to 50%.

As solar energy resources are not abundant, so Denmark developed slowly in the early solar, in 2012, the Denmark Government incentives for solar PV has issued preferential policies given PV 1.7 Yuan/kWh fixed price, making Denmark solar PV market in rapid growth in 2012 and 2013. For growth in 2012, particularly cumulative installed capacity of 16MW, surged from 2011 to 2012, 376MW, annual output of 338Gwh, accounting for Denmark 1% electricity consumption that year, 2.5% of the total renewable electricity. 2013 Denmark PV 530MW installation and rapid growth, annual output of 490Gwh, accounting for Denmark 1.4% electricity consumption that year, 2.5% of the total renewable electricity.

Original title: Denmark introduction to the solar energy industry

PV and the difference between outlets, access point, PCC

Polaris solar PV net news: in the figure below, A1, A2, B1, B2, C1, C2, d belongs to which of the following?

1) access point, 2) and outlets, 3) public connection points

Dear friends, as senior members of your PV power station, and do not tell answered wrong, Oh!

The correct answer is this:

1, and outlets for booster station of distributed power and network for distributed power booster station and high pressure side or nodes; no booster station of distributed power and distributed power network output summary points. A1, B1, as shown in the following figure and outlets, distributed generation a, b respectively. C and C1 as regular power supply outlets.

2, access points, up refers to the power grid connection, the network may be public grid, grid may also be users. As shown in the figure, A2, B2, respectively, distributed generation C2 pickup points for conventional power of a, b, c of the access point.

3, PCC, refers to the user’s system (generator or electric) pickup utility grid connections. As shown in the figure, C2, d is a common connection point, A2 and 82 points is not a common connection point.

4, the Access project, as shown in the diagram, A1-A2, B1-B2 and C1-C2 power transmission project and the power grid reconstruction project for distributed power and conventional power a and b respectively c pickup system which A1-A2, B1-B2 transmission project invested by the user. C1-C2 power transmission and transformation project by power companies to invest.

5 up, green, refers to distributed power access point settings for distributed power supplies dedicated switching equipment (interval), distributed generation such as direct access in substations and switching stations, power distribution busbars or ring-network Cabinet, and so on.

6, t-connection, refers to distributed power access point dedicated switching equipment was not set (interval), distributed generation up directly overhead or cable lines.

Original title: photovoltaic power plant and the difference between outlets, access point, PCC

After plummeting oil prices renewable energy industry attraction fades?

Polaris solar PV net news: over the past few weeks, investors frequently asked questions is whether the steep drop in oil prices will affect China’s development of renewable energy. We believe that the limited falling oil price impact on the renewable energy industry, which is mainly based on three grounds. First of all, China’s traditional power generation fuel is coal rather than oil. Second, the technology continues to improve, will help reduce the cost of renewable energy power generation. Third, according to a new policy, the Government will continue to support renewable energy, because tackle air pollution continues to be a focus of the Chinese Government. At present, renewable energy generating costs are not the only factors to be considered. Therefore, we believe that renewable energy industry over the next few years is still attractive.

Traditional fuel for power generation is coal instead of oil. Coal is the traditional fuel for power generation, which was used for the transport of oil and other raw materials of the production process. United Kingdom oil companies (BP) statistical data showed that coal accounts for 2013 67% of China’s total energy consumption, while oil accounted for only 18% (Figure 1). Therefore, oil and renewable energy cannot be directly compared, and we believe that the effect of the steep drop in oil prices is limited.

The medium-term, upgrade skills helps to reduce costs. We believe that renewable power generation cost have room to fall. For some of China’s leading producers of polysilicon, GCL-poly and daqo new energy, which has announced definite plans to reduce costs, we believe that this will ultimately help to reduce the cost of solar power. Wind power, the leading wind turbine manufacturers will continue to increase production of high-wattage models in order to reduce the unit cost of wind power.

The latest government policy shows the Administration’s determination to support renewable energy development. Last month, the National Energy Board issued three announcements about the solar industry. These notifications include: (1) the notice on doing well the work of PV power projects pick up nets and (2) on the advance notification of distributed PV, the goal is completed in 2015, building 30 demonstration projects (capacity 3.35GW); (3) on a solar energy development “Thirteen-Five” planning and preparation of the notification. In terms of wind power, our view is that wind power price adjustments reflect lower-than-expected Government continues to support the development of renewable energy. In addition, the State Council announced in last November’s energy development strategy action plan (2014-2020), clearly stated that through the development of clean energy, energy efficiency and energy conservation to the importance of changing the energy mix. According to the Government’s target, non-fossil fuels will account for the total energy consumption of 15% (up from 10% in 2013). We believe that simply consider cost, there is more focus on how to resolve the country’s pollution problems.

Original title: renewable energy industry attraction fades after plummeting oil prices?

Wind for rapid development of clean energy enlightenment

Polaris solar PV net news: on August 8, 2011, author of the economic flux published an article titled remember who is the richest man in China five years ago? Article topics are anecdotes describing the 2006 Chinese capital market.

At the end of 2006, I was busy to form BOCOM international, synchronization needs to handle a large number of capital projects. Over 8 years now, I can clearly remember the solar energy concept, was the darling of the investment markets; at that time, many concepts and newly rich Chinese investment has been around the subject of solar energy development.

At that time to “Suntech” business, but became the focus of global investment markets, I also remember that in 2006, I attended a ceremony at the great Hall of, personally presented the award to “Suntech” at the old boss Shi zhengrong, when he was known as “the richest man”. However, it does not take a few years, Suntech is in the position of reversing, enterprises ‘ plight. Until the beginning of 2014, Enterprise officially changed hands, shunfeng photovoltaic successfully complete the merger of Suntech, the industry once again become the focus of investment markets.

Observation of acquirers, shunfeng photovoltaic rapid development last year, acquisitions of PV companies, developing photovoltaic power plant, expand the different capital market operations. At the end of last year, new name for the formal introduction of the wind for clean energy. At the end of last year, the authors are privileged to know the wind and Zhang Yi, Chairman of clean energy, and on the concept of enterprise development and a more in-depth understanding.

Market factors, along with the national policy support

Refer to the Group’s latest announcement, the wind has a solar power station in December last year, while total generating capacity reached around 87,000 megawatts of, three months at the end of last year’s total generating capacity will reach about 22. 140,000 megawatt-hours. Group has a total generating capacity of solar power stations at the end of last year as a whole about $ 606,700 megawatt-hours.

Successful wind energy development, including market factors, and also have the support of national policy. From this example, we have witnessed that the mainland market is huge, has driven huge opportunities for clean energy. Indeed, there is an urgent need for clean energy, China must reduce the use of traditional energy sources of pollutant. Since last October, again by smog in some areas in the North of the Mainland invasion, has been continuously strengthened policies to promote environmental protection. For air control, as early as late September, national development and Reform Commission, the Ministry of environmental protection, energy Bureau jointly issued the coal-electricity energy-saving upgrades and renovation plan of action (2014-2020), East Midlands coal waste gas pollutant emission limit values put forward line to the gas-fired units, will be given to upgrading power plant for energy conservation and environmental protection initiatives.

In addition, bidding and promote electric power system reform under the background of, more efficient and cleaner unit would rank in priority, so as to encourage more power. In the context of declining growth in electricity demand, the relevant policy on the importance of plant profit greatly. Emission standard of air treatment market will also benefit from enhanced, industry’s prosperity will be maintained.

New energy market continued rapid development

Starting from January 1 this year, is known as China’s toughest-ever will be formally implemented the revised draft of the environmental protection act, the pollution prevention and control plan of action currently has been basically completed, and the plan of action of the soil contamination is also swiftly. In view of the environmental policy will peak this year, and with the “Twelve-Five” matures, the implementation of environmental protection policies would increase significantly.

Start of 2015, will be sustained and rapid development of China’s new energy, in accordance with the development of China’s energy development strategy plan, a series of practical steps to start soon. And in quite a long time in the future, new energy concepts in the capital markets will become an ongoing hot topic, related business growth will be established and, with the national implementation of the new energy strategy, will continue to provide opportunities for investors.

In 2014, the National Energy Board for the next 6 years of new energy development planning blueprint for the energy development strategy action plan (2014-2020). Over the next 6 years inside China’s strategic positioning as a green and low-carbon energy development strategy, and explicitly call for a significant increase in renewable energy such as wind, solar, geothermal and nuclear power consumption.

According to the National Energy Board’s plan, by 2020, the share of non-fossil energy in primary energy consumption 15%, in 2013, at the end of the relevant share is 9.8%. And as more important new energy’s solar and wind energy, in development opportunities in the future will be more prominent.

References National Energy Board deployments over the next 6 years, in the field of wind energy, Department of energy will be focused on planning and construction in Jiuquan, in Western Inner Mongolia, Jilin, Heilongjiang and Eastern Inner Mongolia, Northern Hebei province, Hami, Jiangsu and Shandong, 9 large modern wind power base, and supporting the transmission project. In Central and Eastern and southern parts of China will vigorously develop distributed wind power, steady development of offshore wind energy. By the year 2020, wind power installed capacity is expected to reach 200 million-kilowatt, and similar to the electricity feed-in tariff of wind power and coal.

PV installed capacity up to 100 million-kilowatt

In the field of solar energy, it is estimated that by 2020, solar PV installed capacity of around 100 million-kilowatt, photovoltaic power generation and grid sales price is also comparable. Which symbolizes the National Energy Board will also speed up the construction of demonstration area of distributed PV applications, the steady implementation of solar thermal power generation demonstration project.

For the PV industry development and policy support to the National Energy Board has provided a lot of. Last year alone, a number of policy trends for the development of photovoltaic industry this year will lay a good foundation. Earlier, the National Energy Board has announced the first batch of 18 demonstration zones on the basis of distributed PV applications, 12/demonstration area, of which 7, Anhui, Zhejiang, Jiangsu 2, 1.

In the deployment of the National Energy Board, distributed in photovoltaic power generation sector in the future, how to promote private capital investment enthusiasm? This is the focus of future policy development. Also, in past of several months, National Energy Council has issued has on issued implementation PV pro-poor engineering work programme of notification, and on issued national sea wind electric development construction programme (2014 to 2016) of notification, many good new energy development of policy, especially will new energy management permission decentralization, and and the encourages private capital entered market aspects, policy efforts can be described as unprecedented, policy of tilt worth concern, and subsidies policy also will more simplified and the in place, industry thanks will more directly.

Original title: wind for rapid development of clean energy enlightenment

2014 global clean energy investment of more than $ 310 billion solar energy is the most important figure

Polaris solar PV net news: Bloomberg new energy finance (BNEF) has recently published the annual data reports, global clean energy investment totaled US $ 310 billion in 2014, compared with $ 268.1 billion in 2013 16%, compared with $ 60.2 billion in 2004 have more than 5 times, but 2011 is still low compared to the record $ 317.5 billion 2%. In 2014, the global wind and solar capacity record, with a total size of about 100 GW. 69.5 GW of installed in 2011, now significantly reduced project cost per GW.

Solar growth

Report noted that multiple major global investment in clean energy State became 2014 total investment growth rebounded the main reason. Among them, China clean energy investments increased by $ 32% to $ 89.5 billion, an all-time high; United States grew 8%, totaled $ 51.8 billion, highest since 2012; Japan rose 12% to $ 41.3 billion; Canada rose 26% to us $ 9 billion; Brazil rose 88% to us $ 7.9 billion; India rose 14%, amounting to us $ 7.9 billion; South Africa grew by 5%, amounted to $ 5.5 billion. Previously much-anticipated European offshore wind investment activities are frequent, but overall investment of just US $ 66 billion, up 1% from 2013, compared with and without too many bright spots.

Solar energy is a clean energy investments last year surged the biggest player. BNEF Advisory Board Chairman MichaelLiebreich said: “our rebound for 2014 is expected to last year is not less than 10%, but actually growing much faster than we expected. In the past 5 years, due to the device’s cost competitiveness have gotten a huge boost, solar investment has grown rapidly, the largest contribution to overall investment growth. ”

Report noted that solar energy investment as a share of total in 2014 nearly half of clean energy investment, investment is also at record highs. Solar energy investments last year totaled US $ 149.6 billion, up 25% from 2013. Wind power investment grew by 2014 11%, reached 99.5 billion US dollars, the same record. Third-largest area of investment for the energy smart technologies, including Smart grids, and electric energy storage, energy efficiency, involving a total investment of 37.1 billion dollars, an increase of 10%. Bio-fuels in 2014 with a total investment of only $ 5.1 billion, fell by 7%; biomass and waste to energy investment of $ 8.4 billion, down 10%. Geothermal energy attracting $ 2.7 billion, up 23% from 2013, small hydro (below 50 MW capacity projects) to us $ 4.5 billion in financing and fell 17%.

“Solid growth in investment in clean energy was thought by those, from the collapse of oil prices since last summer, will limit the development of renewable energy analysts by surprise. In this regard, our view is that the 2014 development trends for renewable energy investments under the influence of cheap crude oil, it is still premature. After all, compared to the electric power industry, crude oil prices fell by a greater impact on the transportation industry. “Liebreich said.

Large and small projects go hand in hand

From an investment category, total clean energy investments last year, is a large grid-connected renewable energy projects accounted for the largest share of new project funding, investment of $ 170.7 billion dollars, up about 10% from 2013. European has at least 7 a 1 billion dollars level of sea wind electric project entered “eventually investment resolution” stage, including is located in Netherlands waters of 3.8 billion dollars, and 600 MW Gemini wind field, the project was called history Shang investment amount maximum of non-hydropower can renewable energy project; also has is located in United Kingdom waters investment 2.6 billion dollars, and 402 MW of Dudgeon wind field, and is located in Germany Polo of waters of 1.7 billion dollars, and scale 350 MW of Wikinger wind field,, These items are clean energy investments has made a tremendous contribution to the 2014.

In addition to wind power, with more than one in the world in 2014, the large onshore wind and solar projects to obtain financing, including the Japan setouchi 100,000-kilowatt, photovoltaic projects, project which is expected to invest $ 1.1 billion and capacity of up to 250 MW; South Africa XinaSolarOne solar thermal project to invest $ 1 billion and a capacity of 100 MW ; Kenya investment of 859 million dollars, 310.5 capacity LakeTurkana MW wind power project, as well as Canada, Ontario invested $ 728 million, K2 capacity of 270 megawatts of wind power projects.

Second-largest investment category of small distributed power generation project, this kind of project capacity of less than 1 MW, the vast majority of rooftop PV systems. Although the project is small, but this one class 2014 investment amounted to 73.5 billion dollars, an increase of 34%, contribute also to be reckoned with. In addition, Government and corporate research and development investment amounting to us $ 29 billion in 2013, up about 2% and energy smart technology, including smart meters, asset financing amounting to us $ 16.8 billion, up 8% from 2013.

2014 clean energy IPO financing of a 7-year high, at $ 18.7 billion, an increase of 52%. United States electric car maker Tesla by issuing convertible bonds to raise $ 2.3 billion.

2014 clean energy venture capital and private equity investments of us $ 4.8 billion, an increase of 16%, but still hit a record of $ 12.3 billion lower than in 2008. Highest single investment venture capital and private equity for United States $ 250 million expansion of lithium ion battery Boston-Power financing, United States $ 250 million expansion of solar system installers SunnovaEnergy financing, as well as the United States residential Sunrun solar investors $ 150 million of venture capital financing in the late.

Due to the financing and investment, strong growth, even if clean-energy company’s shares fell last year to 3%, also did not influence of issuing new securities and venture capital/private equity financing for growth. Trace WilderHillNewEnergyGlobalInnovation over more than 100 stock index in the world, the NEX index, up to 220.58, the highest point in March 2014, but slipped to the end of 178.66 points.

Growth of investment in China, the United States led

From a national perspective, 89.5 billion dollars last year, China’s total investment in the $ 73 billion from new project funding, $ 38.3 billion and solar wind power growth of 30.4 billion dollars in investment over 20%, financing of small-scale distributed solar system reached 7.6 billion US dollars. 2014 United States clean energy a total investment of $ 51.8 billion, large-scale projects financing of 15.5 billion dollars. Among them, the main incentive the production tax credit bill faces an uncertain prospect, more than half the decline in investment in wind power, amounting to 5.9 billion dollars. 39% solar energy investment growth, amounting to $ 8.9 billion. Small projects a total investment of $ 12.9 billion.

Europe, United Kingdom and Germany’s total investment growth 3%, an aggregate amount of $ 15.2 billion and $ 15.3 billion. France investment rose by 26%, amounted to $ 7 billion. Investments surged in part because of the history of Europe’s largest PV Cestas successful financing, the project capacity of 300 megawatts. Large-scale offshore wind power project finance Netherlands clean energy investments surge 232%, amounted to $ 6.7 billion. Italy then performed poorly in Europe, due to reduced impact PV feed-in tariff policy, investment in clean energy fell 60%, fell to $ 2 billion.

Australia also is not so good. Due to wind and solar power project developers are still waiting for the Government to audit for the renewable energy goals, so most investors on the sidelines, leading Australia investment in clean energy fell 35%, fell to 3.7 billion dollars, was the lowest since 2009.

In addition to investment in clean energy data, Bloomberg new energy finance also publishes global annual “green bonds” (as opposed to project future benefits of clean energy and energy efficiency management, and sustainable development linked to the effectiveness of other fixed-rate securities) issued by statistics. Green bonds to a new peak in 2014, amount to us $ 38 billion for 2013 years 2.5 times of the total 15 billion dollars. Growth motivation comes from the World Bank and other investment bodies doubling of circulation 5 times growth in circulation and commercial enterprises.

Original title: 2014-global green investment of 310 billion dollars

Distributed solar electric system decides the fate?

Polaris solar PV net news: If distributed PV is a baby, then she must have been born with a golden key. National Summit to look at pushing, distributed PV all favored, stakeholders are actively involved.

Relevant departments of the Central Government attaches great importance to a distributed, the national development and Reform Commission and the National Energy Board has issued the interim measures for the management of distributed generation, and the photovoltaic plant of interim measures for the administration of the project, the interim measures for the management of distributed solar power projects and on further strengthening of the PV power plant construction and operation management of notifications and a series of documents. Local governments are not “weak” policy paid for, some regions have established “city and County” four-tier subsidy system is evident. Multiple developers, photovoltaic equipment manufacturing enterprises, financial institutions and other participants are being “on your mark, can display their”.

Most worthy of mention are the grid companies. It is well known that all income from power generation and sale of power grid enterprises “spread”, distributed PV “spontaneous personal use” of electricity, directly reducing the spread of electricity power grid enterprises revenue. However, in the “major issues” before the operation of power grid enterprises and in spite of wind power integration approach vastly different from, and is also spelled: fast response, documents, free access, frequent subsidies paid, streamlining the incorporation process, electricity is settled in time … …

But unbounded in the explosion of distributed PV not there look forward to, some people cannot help but ask, distributed PV where the hell is the crux of the problem?

System “here”: either for personal use or sold to grid

2013 issued by the National Energy Board article II of the interim measures for the management of distributed solar power projects: “distributed PV generation refers to the ground or run near where your users reside, to spontaneous use of user-oriented Internet access, redundant power system and distribution systems characterized by a balance of photovoltaic power generation facilities”. Article fifth, distributed PV implementation of “spontaneous use, Internet access, close to dissolve, grid adjustments” operating mode.

“Spontaneous personal use is a very Chinese formulation. If you put it in view of China’s electric power system, will understand why we need to emphasize spontaneous use. In accordance with the current provisions of the electricity Act, grid Corporation of China was the only lawful sale of electricity. Distributed PV emphasized spontaneous, for personal use, actually tore a Gash. “One senior industry source told the China energy news reporter,” make an exception for personal use to encourage distributed PV and spontaneously, allowing it to sell electric power within the existing legal framework. In the practical implementation, however, due to system and mechanism is not suitable, just opened a Gash of distributed PV also has many obstacles. ”

Under the current PV subsidy policy, spontaneous use of distributed PV economy best. But Chinese roof rights, and investors is not the same reality, making tariff recovery as the biggest suspense, distributed PV project stability is returns expected one of the most important factors.

Jiangsu distributed photovoltaic investor told reporters: “can sell electricity to the grid to ensure tariff recovery, the expected return is stable. Therefore, the National Energy Board last September issued policy of distributed PV policy was revised, proposed conditions for full Internet access new options, is well-intentioned. ”

Investors have two choices: spontaneous use, Internet access, high profit, without a tariff issue, is the best selection; if there is a risk of electricity is difficult, you can select full Internet access, a slightly lower income, but it solves the problem of tariff to ensure stable earnings. “Make an inappropriate analogy, right to choose the lesser of two evils, each project according to local conditions. ”

But the election to election, distributed PV difficult is that only two choices: either electricity generated by (sold below) or sold to the grid. “Distributed solar was prison, only select the dilemma. This unspeakable pain is the key obstacle to their development. “The pundits said.

“Distributed solar power, power grid enterprises in accordance with the requirements, active access, praise should on the whole. “The person says,” if it can be sold to a third party, distributed PV can compete with the grid formed from electricity sales, which distributed PV with cheap WINS, sells electricity and the tariff problem can be solved. But it is clear that it has great influence on the power grid, grid is still a for-profit enterprise, once spread from electricity sales to third parties, the economic losses of power grid enterprises is more than just today’s distributed solar power. ”

Establishment of market allocation of resources and modern electricity market of supply and demand pricing is the key. Which goes back to the platitudes issued calls for modified over the years.

Power users will dissolve within the same area?

Over the years, new energy to dissolve such a vivid metaphor: “380 volts available directly using distributed photovoltaic installations, but specialize in the provision of power supply, were asked to place the boost to 10,000 volts above the net valuation, and then back down to 380 v according to the sales prices, rises a great deal of investment in power transmission and transformation. Like go to a neighbor’s House, but have to drive down main street to pay tolls and back again, was clearly unreasonable. “When we move, the situation now, there have been some changes: this man worked a walk in the courtyard or in your own home, or still have to drive down main street to pay tolls and then comes back.

Zhejiang Enterprise official told reporters: “in fact, distributed PV can also take new explorations. For example, there are a lot of users under the same transformer and power yourself doesn’t work, can be sold directly to b, this principle and not to increase the burden of power, still in circulation within a system, but the system’s overall economy increased significantly. ”

Some industry experts also supported this view, consider this practice technical and economical feasible. However, the greatest constraint is that, you may need to reinforce local power structures, increase local investment in distribution grid structure, requires greater input of power enterprises and cooperation.

In fact, of the interim measures for the management of distributed solar power projects of the fifth section, encourage investment management bodies, with power users in the same area in power grid enterprise collaboration, distributed PV generation in many ways closer to dissolve. However, in the current operation, this article seems to have been ignored.

It is understood that a company is under way in the South the attempt, distributed PV parking lot roof to sell a factory across the street, project be completed and put into operation shortly. Exploring direct and thermal power enterprises for similar features. Perhaps, it will be distributed utilization research represents an important step forward, will have a more profound impact. But it still needs further support.

Worth looks forward to of is, has obtained State Conference through of “new electric modified programme” in the, has on sale electric side market reform of content proposed, will allows 6 class enterprise became new of sale electric subject, including existing of independent placing electric enterprise, and high-tech industry Park or economic zone, and social capital investment, and distributed energy of user or micro network system, and public service and energy service company and power enterprise. This distributed PV selling point will also bring new dawn.

Original title: distributed solar electric system decides the fate?

Environmental governance PV opportunities spawned “the Hulk”

Polaris solar PV net news: 2014 “APEC blue” also let us remember, on January 4, 2015, financial dialogue program of CCTV to United Kingdom’s Energy Minister Edward Davey, haze and Chinese energy experts to discuss the national governance approach.

Country attaches great importance to environmental governance, leading to energy, especially solar power will come great opportunities. Therefore, vigorously carry out construction of photovoltaic power plant, is not just a national strategy also becomes investment hotspot, and become an important part of people’s lives.

Then, use PV power generation will present “high pollution and high energy consumption, high cost” problem? Zhao Yonghong Secretary of solar photovoltaic Industry Association of Hangzhou City as you understand.

First of all, seen from the manufacturing process, after years of development, produced most of the pollutants in the photovoltaic manufacturing process completely after treatment has reached the national emission standards for safety, and require special handling by pollutants, PV already mature applications recycle technology for many years. Therefore, the PV manufacturing not only environmentally friendly, more by recycling technology to maximize profits.

Secondly, seen from the power generation applications, solar energy is the basis for all forms of energy, and solar energy resources are abundant, widely distributed, easy application. Photovoltaic systems generate electricity without fuel and water, building fast, run no emissions and no noise is really green, peaceful and convenient form of energy.

Photovoltaic system on its own power is not emissions of greenhouse gases and other emissions, waste water, not only will not have an adverse impact on the surrounding environment, but also on local micro-climate and environment play a role in improving it. PV component of cover, makes PV station field within shallow layer soil temperature keep stable, and humidity has improve, near surface air day and night temperature narrowed, helps soil conservation water and microbial and the vegetation of nourish, for improved PV station Council to ecological environment up to active role; placed Yu roof of PV component also can effective avoid daylight on roof of straight Sun, up to has insulation and protection roof of double effect, thus is good to keep indoor temperature.

Finally, from a recycling point of view, photovoltaic module of silicon, silver, copper, aluminum and other valuable resources, much can be achieved through recycling materials recycling, conservation of resources, reducing the exploitation of primary resources and reducing the energy consumption of resource extraction, so as to reduce the resulting damage to ecological environment and.

By China can renewable energy learned PV designed Board will prepared of PV power environment friendly science reading in, on PV power on environment of contribution do has a compared: polysilicon PV each sent 1 degrees electric, in full life cycle within produced of carbon dioxide about for 45 grams, and to coal for material of thermal power each sent 1 degrees electric, in full life cycle within produced of carbon dioxide average is up to 1000 grams! Install 1 square meters of photovoltaic power generation system is the equivalent of planting of 100 square meters.

Photovoltaic opportunities this “Hulk” coming, are you ready yet?

Original title: environmental governance PV opportunities spawned “the Hulk”

LDK: we paid a great price for the industry

Polaris solar PV net news: SPI, Chairman of LDK, after following the ups and downs and the ups and downs and into PV infatuation does not change. On January 10, he told nearly 500 PV practitioner admitted: we are the industry, made a lot of contributions, paid a big price for the industry, including the promotion of industrial technology development. Since last year, we start with SPI the platform, I was doing before manufacturing industry over the next decade, I want to put all of your energy on top of the promotion of solar energy applications. Reads as follows:

Everyone good, I is SPI company of LDK, strive to put PV system production cost reduced, put capacity big, put technology innovation do, and not just concern a links, didn’t associate this industry on can Subversion has, now we back a dozen years this slowly manufacturing industry has was Subversion has, and this process gradually near, we China PV territories for this industry, do has many of contribution, for this industry development pay has is big of cost, including promoting this industry industry technology development up has.

From last year began, we with SPI this platform again starting, zhiqian I is do manufacturing industry, future of ten years, I wants to put all of energy put in solar application of promotion above, several months down, found application of maximum difficult is financing, so we on put SPI positioning for a financial service, strive to can put this a do up, so we from May began to now 8 months, we around this direction trying to for this industry, do some financial service, in this above do some innovation, Our first product, around January 20 in Beijing, we hope more industry attention and join in. We based on the SPI in the next decade, in the solar energy field doing some Subversion, we are seeing now is in the direction of the piece, is a long way, but I believe in this industry!

You spoke a moment ago, the subversion of technological innovation, but I believe in the financial field of subversion is that we can see. We can focus on, I believe that we in the past ten years, we can through a variety of efforts, from ten dollars to the cost of a solar energy dollars. The past so many years we try to divide this up, I believe that the next decade watching today is yet another subversive. I want to live, or, recently, I had a bereavement, I have deep feelings for life. So alive to try to do some things, as far as possible within the scope of the people around him trying to do more, a billion of us to learn to take care of, so we take care of the people around you, people in your company, and your relationships in this industry, was able to make some contribution, do at least the meaning of life.

Not only we were for a dozen years, like SPI, I would also like to do something for the industry, that this industry over the next decade, we want to offer some financial services to toss! A is how for this industry provides first period cost of funds, we in Suzhou established has beauty Thai investment all of PV industry, addition any a industry, as long as you has new of field we are willing to investment; second a is I wants to do of is financial service very low of cost, United States of funds cost, is compared low of, this low cost of funds can how can with to PV industry, this is we now do; third species is regardless of how you himself wants to holds, you himself wants investment, himself wants venture, But there is a very low cost of capital, financial services company can do us, we introduce these projects to low-cost financial services to you, the service industry.

I think human life is limited, we should set goals for yourself, man’s knowledge of life is limited, we do more meaningful things in limited life. Thank you.

Original title: LDK: ambitions do not worry about our Green is photovoltaic

Sun power: photovoltaic inverters and power future anticipated high growth storage can be produced by

Polaris solar PV net news: companies forecast results in 2014, up 50.25%-72.35%, in line with current market expectations: the company releases 2014 announcements is expected in 2014 to achieve net profit attributable to the shareholders of listed companies of about 2.72-312 million Yuan, an increase of 50.25%-72.35%, the corresponding EPS 0.41-0.47 Yuan. According to calculations, quarter of 2014 year quarterly earnings range of 1.48 to 188 million dollars, an increase of 116.75%-175.35%, the corresponding EPS 0.22-0.29 Yuan. In addition, 2014 nonrecurring interest income mainly to raise funds and Government subsidies, is expected to impact on the net profit of around 52 million Yuan. Company announcements in line with current market expectations.

Inverters and surge in utility scale systems integration to promote high-growth performance in 2014: 2014 years ago three quarter scale 50MW power station, expect four quarter 110MW about 160MW, contributed a profit of about 160 million. Inverter company with leading product price, quality and brand advantages and further expand domestic and foreign markets, allows the company to quickly raise management scale and economic efficiency, inverter surge in sales in 2014, is expected to confirm about 4GW, an increase of nearly 40%, contributing approximately 1.1-160 million yuan of profits. Inverter and utility systems integration business for two-wheel drive, promote performance in 2014 to achieve high growth.

First half of the quota system in 2015 is expected to introduce China will usher in PV installed capacity year: in 2014, is expected to only 10-11GW per cent of installed capacity, particularly distributed far less energy Board 8GW target. On December 24, 2014 bursts of three essays on 2014 photovoltaic project access network working to inform, the solar development “Thirteen-Five” planning and preparation of notice, issued the notice on promoting the construction of distributed PV Application demonstration area shows strong determination of the Department of energy, distribution policy in the future probability of overweight. Currently electric modified programme advance smooth, next quota business also is expected to Yu 2015 half introduced, its guide ideas “above energy planning, but does not reach”, and through energy emission reduction and carbon trading to urged Executive, this will pour forced local government accelerated distributed commercial mode to mature, hot of “ground distributed” will for distributed needs fallback, demonstration District 3.35GW of installed target again Tim security pad. We expect the domestic installed capacity is expected to reach 2015 15GW in 2014, representing a growth of 40%-50%.

Launch new products to consolidate the leading position of the inverter and PV power plant sharply encoded thickening performance: 2015 of PV installed capacity in China year, company inverter and power plant EPC business will be directly benefited. While, company 2014 focus launched large PV inverse variable device SG500MX-M, to more level, and module of, and more road MPPT, “3M” smart optimization design, upgrade has PV system electricity, and reliability and run security, inverse variable device of smart of level obviously upgrade; while also launched has global first paragraph efficiency over 99% of commercialization inverse variable device SG60KTL, is current global most high-power of group series inverse variable device. The introduction of new products, such as, to further enhance the company’s ability to meet different customer needs, improve the company’s competitiveness, consolidate domestic inverters a leading position. The other hand, the company over proceeds from investment projects, PV business encoded investment of 500 million Yuan, including building the 150MW power project (completion planned for May 31, 2015 incorporations) and development of 150MW-500MW photovoltaic power plant resources, combined with the 2014 delayed confirmation of power plant EPC, then the 2015 thickening of the power station will be big business the company’s overall performance.

Billions of storage can market started soon, strong joint beat layout has was opportunities: circular of the November 2014 issued of energy development strategy action plans (2014-2020) will storage can included 9 a focus innovation field is one of, clear big capacity storage can, and hydrogen can and fuel battery included focus innovation direction, also requirements science arrangements storage can supporting capacity to real solution abandoned wind, and abandoned water, and abandoned light problem, storage can of strategy status gradually upgrade. Overseas emerging energy support policies, also the urgent need to develop energy storage, storage is expected follow relevant supporting policies. At present, energy storage is in the early stages of industrialization, are expected by 2020, energy storage industry market size could reach hundreds of billions, energy storage industry is expected to enjoy the explosive growth of industrialization. Company joint venture established with lithium-ion batteries worldwide leader Samsung SDI inverter system and lithium-ion storage battery pack two joint venture companies, powerful alliances, first layouts, both sides complement each other with their perfect combination of old industries, is expected to speed up the industrialization process of the leading storage, and storage areas in the future tide in the nuggets to seize the initiative.

Investment advice: we expect EPS 0.46 per cent, respectively, of the company 2014-2016 0.87 Yuan and 1.23 dollars, 35.3 times times correspond to PE, 18.5 times and 13.1 times times, maintaining a “buy” investment rating and target price of 26, which corresponds to 2015 30 times PE.

Risk warning: policy does not reach the desired product price competition than expected; distributed project does not reach expectations; business promoting energy storage are not up to expectations.

Original title: sunlight power supply: inverter and power future anticipated high growth storage can be produced

United States internal tariffs for solar power are divided over China’s future may become the solar industry’s OPEC

Polaris solar PV net news: Chinese dumping of solar energy products to the United States market, caused by monopolies in local markets, businesses cannot survive. But the United States are divided over whether to slap tariffs on China’s increased within, but if placed by the Chinese market, China probably will in the future become the OPEC in the solar industry.

Based on the rich than reported, United States used solar energy as the important approach to solve the energy problem, 40 years ago, as the Arab oil crisis, most Americans think the country needs to have an independent energy source.

Current United States solar tariff disagreement over Union of universal solar products (CASE) ‘s mission is to require United States Government not to enforce trade laws to limit the anti-competitive monopoly. CASE had previously dismissed the Solar World company and United States Department of Commerce joint petition between, 2012 Solar World asks United States Department of commerce surveys of Chinese dumping of solar energy products to the United States market, the Commerce Ministry, after investigation, China does have a dumping charge should, SolarWorld’s network also was at that time the Chinese military invasion, but the CASE does not seem to worry about China’s attempts to build a solar monopoly ambitions.

China has accumulated a certain influence in the solar market, one of the effects of the trade law is to avoid the monopoly groups, but now China solar cell manufacture has been successfully wiped out almost United States manufacturing business. Last December, the United States Department of Commerce decision in China and Taiwan there is dumping of solid, CASE Jigar Shah said, the ruling would drive up prices of solar products and obstructing United States development of the solar industry.

Levied heavy taxes on imports to reduce monopoly problems brought about by the dumping, Commerce determine the calculation of the dumping margin of China between 27%-165%, Taiwan is between 11%-28%. Businesses through dumping to destroy competitors finally gained control of the prices, OPEC is a case in point.

Solar World policy Affairs said Ben Santarris, President, China the United States solar subsidy is not for consumers of imports of goods, only care about short-term price concessions and ignore the long-term cost is what China wants. If solar power will really become important technology in the future, then you should not ignore China’s monopoly.

United States and European solar industry over the past 4 years has been China’s dumping to the damage, but only the Solar World to stand up against China as, because that is only the company’s solar manufacturing plant in Asia.

Santarris says, after China’s monopoly on consumer harm not only China will control pricing, some of the most innovative companies in this environment will never succeed.

Original title: United States internal tariffs for solar power are divided over China’s future may become the solar industry’s OPEC

Clean energy is really cleaning?

Polaris solar PV net news: due to its high calorific value, lower carbon dioxide emissions and harmful substances, natural gas is often considered a source of clean energy.

But natural gas is really cleaning? Studies have shown that leaks in natural gas exploitation and processing of methane, the greenhouse effect is 25 times times more carbon dioxide, blind exploitation of natural gas could be counter-productive. In view of this, United States Environmental Protection Agency is currently considering new rules for controlling methane emissions from oil and natural gas.

In addition to gas, nuclear and hydro, wind, biomass, solar energy and other renewable energy sources are often classified as clean energy.

Nuclear power is usually considered to be clean and efficient, but no country in the world cannot guarantee its nuclear power plant completely safe, in case of a nuclear accident consequences far beyond of the benefits of nuclear power. In addition, nuclear waste disposal is also a thorny issue, clear could get cancer of the Earth plant permanently.

Water is considered to be an inexhaustible and clean energy, and access to nature’s cycle of water, though not the burning of fossil fuels, does not produce emissions, but the effects of reservoir construction on eco-often emerged only after the dam was built to operate. Egypt Aswan Dam has become a classic case of repeated analyses.

What about wind? Wind power is to go without casting a shadow of the wind, also does not consume fossil fuels, less impact on the environment directly, but it does not mean that you can ignore, because wind power generation project construction has the potential to impact on the local ecological environment, such as damage to vegetation, changes in topography, soil erosion and other, also produces a certain amount of electromagnetic radiation.

Biomass electricity generation use of agricultural, forestry and industrial waste and even municipal solid waste as raw materials and power generation should be fairly clean energy, right? But the point is not to be ignored, used in crop cultivation, harvest, transport and refining of energy, is likely to exceed the crop can extract energy, it may even lead to competing with the food situation.

Life growth relies on the Sun, the Sun is the source of energy for life on Earth. It can be said that all energy used by humans are directly or indirectly from the Sun. General solar energy including fossil fuels, such as biomass energy, tidal energy, in a narrow sense refers specifically to the use of solar energy solar power.

To store the Sun’s energy for power generation, what a good idea, why not clean? Originally, the problem is not the solar energy itself, but that store solar energy panels, the main material can cause pollution in the production process of single crystal silicon, and solar cells, once retired, it itself became difficult to handle garbage. In addition, if the vast solar panels such as corn “species” in the field, depriving the rights of plants and insects enjoy the Sun on the Earth, can be a devastating blow to ecosystems.

In view of this, so-called clean energy is not an absolute concept, so far there is no energy is referred to as clean. Growing tension in energy resources, environmental problems are becoming more serious today, we should not focus solely on research and development of clean energy technologies, but also from the source of the improper use of less energy.

Change current unsustainable patterns of production and reduce the demand for energy, increasing energy efficiency, better than any form of clean energy development.

Original title: how clean is clean energy?

Renewable energy quota system under the PV “opportunities”

Polaris solar PV net news: according to reports, the latest edition of the renewable portfolio standard has been submitted to the State Council. The renewable energy policy will guide the 2015 ~2020 years eliminate the task in favour of the new energy such as wind power, photovoltaic grid-connected to dissolve. This will be this year’s power equipment, such as new energy plates have any impact?

Anxin securities business Department of Kaifeng Sun Tiangang said first quarter of 2015 is expected to become the new energy policy, renewable energy quota system, wind power electricity price reduction policy and the “Twelve-Five” fifth wind intends to approve the plan is expected to be launched in the first quarter. Under the renewable energy quota system, taking into account the 2020 installed capacity of wind power and photovoltaic grid-connected planning 200GW and 100GW, respectively, in the case of biomass power generation by fuel constraints, provincial quota system target completion in 2020 focusing on wind power and photovoltaic.

Renewable energy quota system would provide the provinces of renewable electricity consumption as a proportion of total electricity consumption, and distributed PV will policies cultivation period from 2014 to gradually scale growth and business models are clearly changing. 2015 new distributed solar PV installed capacity is expected in 6GW~7GW scale. All suggest that investors can focus on Hunan electric Sun shares, Titan, huayi electric and wind energy in Nanping paper, photovoltaic plates can look at Lungi shares, Sun power, TBEA and Oriental energy, focusing on Solarfun in electronics, Eicon Technology, technology and Yunnan salt industry, foster and so on.

Original title: new energy policy, the spring breeze blows again

Scattered clouds to see dawn photovoltaic and wind power industry capital placement textual

Polaris solar PV net news: as the policy of vigorously promoting the active participation of and capital, photovoltaic, wind clouds to see Dawn’s potential. From market performance see, as January 15 closed, with spent Shun PV plate 50 only industry a unit in the, rose of up 31 only, accounted for the plate a unit total of 62%, gains by Qian of has shield Ann environment, and sails shares and million horse shares, respectively rose 6.22%, and 4.45% and 2.98%; 38 only wind industry a unit in the, rose of a unit up 27 only, gains by Qian of has Yue power a,, and Zhang Ze power and Datang power, respectively rose 5.66%, and 4.79% and 3.66%.

Also made good performance of listed companies in the industry. Modification technology, posted notices in bulletin, 2014-is expected to achieve a net profit of 140 million dollars from 173 million dollars, net profit rose from 30% to 60%; Sun power is expected in 2014 to achieve net profit of 270 million dollars from 310 million dollars, increased from 50.25% to 72.35%; shares is expected in 2014, net profit attributable to shareholders of listed companies from 113 million to 123 million Yuan, up 15.66% over the previous year to 25.89% ; Sunflower business performance and stability expected 2014 earnings of 35 million to 45 million dollars, compared to profit of 40.6067 million dollars.

As larger industries affected by the policy, policy changes affect the development of wind power, photovoltaic industry nerve. From 2011 to 2013, because of overcapacity, PV industry in winter, as the domestic photovoltaic industry leader of Suntech solar and LDK have declared bankruptcy, several photovoltaic companies into huge losses. Since 2014, with all levels of Government policy support for photovoltaic power plant to increase investment yields rising from the industry, PV industry in the much-ballyhooed capital market. Meanwhile, offshore wind energy and other related policies, also made it possible for landscape of the wind power industry to expand the energy sector.

“The latest edition of the renewable portfolio standard program have recently been submitted to the State Council, is expected to come in the first quarter, this document will guide from 2015 to 2020 renewable eliminate task, the promotion of new energy grid. “Said shenyin wanguo analyst Kong Lingfei, renewable electricity prices higher, lack of competitiveness, the introduction of quotas is expected to stimulate local initiative, to abandon further improvement in wind power in favour of the new energy such as wind power, photovoltaics, will attract more qualified companies to invest in this area.

So-called quota system, simply by proportion of total consumption to provide renewable power, and as a criterion for evaluation. In the eyes of Hong Yuan securities analyst Xu Chao, the introduction of renewable energy quota system, will make clear our country’s determination to develop non-hydroelectric renewable energy, wind power, photovoltaic industry will have long-term development opportunities. Meanwhile, the NDRC announced onshore wind adjustment, previously expected down 4 cents per kilowatt hour compared to the adjusted prices even lower, negative effect on the wind power industry will be greatly diminished.

Recovery and policies under the influence of positive resonance in the industry, many companies began to cross-border investment in the photovoltaic industry, raising capital for the new layout. Fangda group released on January 8, non-public offering plan said plans to raise total 1.008 billion in funds management capacity of 400MW of solar photovoltaic distributed power station project, after 11 science and technology companies have signed a framework agreement photovoltaic power plant development, Pingxiang city, Jiangxi province, and also signed investment and construction of 500MW of solar PV power station cooperation agreement, the project invested 4 billion yuan. Topray solar new energy development through Government cooperation to expand industrial layout, signing of the crystalline silicon PV industry chain project cooperation agreement; huayi electric further extend the industrial chain, will be 2.5 billion yuan in total investment in wind farms and wind power business … … Predictable profits have attracted a growing number of enterprises and institutions “betting” photovoltaic and wind turbine industries.

“Bright prospects for wind power, photovoltaic industry, the stock value of wind power assets is expected to increase, distributed solar becomes an important direction of development. “Xu Chao said.

Original title: “landscape” industrial capital placement textual

Clean energy is brewing a revolution

Polaris solar PV net news: starting from January 12, 9 big cities in North China, Huang-Huai ground “haze v.” In order to prevent carbon dioxide and dust caused further harm to human beings, clean energy revolution is brewing.

So far, China’s focus in the area of hydropower, wind power and nuclear power layout, but the present situation is because energy costs are far higher than the cost of fossil fuels coal, clean energy still occupy the minimal share of the total power generation in China.

As the world’s two largest emitters of carbon dioxide, and United States are accelerating into the massive drop in energy costs and the proliferation of using dirty energy sources, namely coal out of the human revolution. China is also in Denmark and the United Kingdom and other countries trying to make energy technology cooperation.

On January 13, the Chinese and British representatives of both countries and the International Energy Agency (IEA) clean coal Centre in Hebei and Shandong held two technical workshop on clean coal. IEA Clean Coal Centre General Manager Andrew ˙ Dr Ming Qiena, said: “we will finally be effective on clean coal technology and carbon capture and storage technology (CCS) combined in improving coal efficiency at the same time, improve air quality and reduce greenhouse gas emissions. ”

IEA Clean Coal Centre also launched the Chinese version of the official website (www.IEA-Coal.CN), provided to the Chinese Government and business people, such as power generation, cement, coke and coal chemical clean coal technologies in the field of information. Between Britain and China in the field of offshore wind power, renewable energy and natural gas cooperation, to support China’s final energy revolution.

In mid-December 2014, the State Council has issued the energy development strategies action plan of 2014-2020 proposed by 2020 total control about 4.8 billion tons of standard coal of primary energy consumption, the total coal consumption is 4.2 billion tons around. Adhere to the development of non-fossil energy sources and simultaneous development of clean and efficient use of fossil fuels, phasing out fossil fuel subsidies, support for renewable and clean energy in order to meet the challenge of climate change.

Although the Chinese Government at all levels actively conduct economic restructuring and reduce reliance on coal, but for at least the next five years, coal will still occupy an important position in China’s energy structure. Therefore, improve the efficiency of the coal, using appropriate techniques to control emissions of harmful gases, is before the full deployment of carbon capture and sequestration technology transition approach.

Shandong province in 2012, sulphur dioxide and nitrogen dioxide emissions by provinces and autonomous regions in the country topped the list, accounting for one-tenth of the national total coal consumption. In the past ten years, Shandong’s coal consumption with an average annual growth of about 7.5%. Higher dependence on coal in Hebei province, about 90% of energy generated by coal, consumed about 271 million tons of coal. In the top ten in heavily polluted cities in China, there are 7 cities in Hebei province.

These two provinces after the introduction of clean coal technologies, you can close the smaller industrial boilers, power plants, would limit carbon emissions, alleviate urban air pollution situation. If the implementation is good, you can expand to other provinces. But not slacking off is to develop clean energy, energy patterns will not change in the future, that is, transition towards a diversified energy mix, including renewable energy.

Original title: brewing clean energy revolution

PV industry development upward momentum 2015 is expected to usher in “outbreak”

Arctic star solar PV network news: recently, day general liters chairman Liu Hui art and Bank Jiangxi province branch related head in Pingxiang Branch held distributed PV power station zero first pay TV Conference, will Shang official signed has silver enterprises cooperation Lois, again opened has both cooperation prelude, Jiangxi province BOC said willing to active for meet conditions of distributed PV power project investment subject provides diversified credit products support, promoted distributed PV power industry health development. Meanwhile, key coordination organization in the province, Jiangxi province, construction of a new energy model city, green County, distributed PV power application and demonstration areas, such as loans, guaranteed credit scale, establishing and improving loan risk management in distributed PV systems.

Home power generation demonstration project objectives are conditional in Jiangxi province-wide selection of residential roofing, according to maximum not exceeding 5-kilowatt per household, on average, 3-kilowatt level of installed capacity, construction of residential photovoltaic power generation demonstration project, strive to build 3 10000 units. Principle of the project is to take the voluntary principle of construction is combined with policy support, the residents on a voluntary basis by provincial energy management demonstration project of certain grants, million roof project subsidies at present is 3 Yuan per peak watt.

Experts and insiders, with the solar subsidies, research and introduction of the policy of financial and credit support, accelerating the integration of the photovoltaic industry and expected to be a focus on gradual improving trend.

Distributed PV roof construction refers to the user’s home installed photovoltaic power plants, running way spontaneous use of client-oriented, extra charge Internet access, System balance of photovoltaic power generation in distribution network, different from the traditional focus on power generation, power grid, power construction and operation mode of long distance high voltage transmission.

According to the industry, photovoltaic industry development upward momentum 2015 is expected to usher in “outbreak”.

Original title: Bank of China Jiangxi branch again power roof PV power generation projects

Photovoltaic companies leveraging “along the way” competing “out to sea”

Polaris solar PV net news: jinxi axle, in electric January 15 announcement, by setting up overseas subsidiaries or in the form of acquisitions in overseas distribution company, to expand overseas. As the country “along the way” the upsurge of the strategy, a number of “neighborhood” concept of listed companies would like to take this round of Dongfeng accelerating the pace of sea. According to reporter incomplete statistics, since December 2014, has more than 10 companies notice or acquiring foreign subsidiaries will be established.

Several ways to speed up access to the sea

Jinxi axle January 15 announcement said the company intends to use its own funds of $ 100,000 in the British Virgin Islands (BVI) and Hong Kong, China set up a wholly-owned subsidiary, engaged in foreign investment, investment holding and international market development.

Jinxi axle said that the establishment of such a company is to adjust the development strategy, increase the internationalization strategy of one of the most important initiatives. 2014, the rail industry on the mend with the international market and China’s railway transportation equipment manufacturers accelerate the pace going, the company gradually expand the scale of foreign trade business is expected in 2015 there will be substantial growth, rose more than 50%.

Electrical notices on the same day, 30% stake in the acquisition of Dalian energy development limited. Company said shares of Dalian, you can effectively use Dalian power transmission and generation equipment export channels for business advantage, promote the development of foreign trade of the company more quickly, gradually opening up the international market, the implementation of the global strategy.

From December 2014, already in Shanghai electric power, technology, China fiberglass, JAS group companies such as announcements or mergers and acquisitions overseas subsidiaries will be established.

As an active response to the State of “going out” strategy, as the company’s layout is the first step in the EU, and stake in Shanghai electric power plans to invest 100 million euros of the new Malta energy company, owns 33.3% shares, establishment of a Center for renewable energy companies and energy service and to invest in Malta more than power plants and other energy projects.

In addition, fiberglass, China plans to invest US $ 485 million in Egypt and the United States respectively to build 80,000 tons/year of alkali-free glass fiber pool kiln wiredrawing production line project, to expand the European Union, the Middle East and North African markets; interest in science and technology in Thailand set up photovoltaic subsidiary; ya group with West-international investment cooperation, expanding the public burst on the international market.

Leading enterprises of entrenchment

“Along the way” strategic priority benefit from leading companies in infrastructure, machinery, energy, as well as “defiant” in existing overseas networks based on accelerated overseas distribution.

Oil shares on January 7 announcement, to be the company’s largest shareholder group, the fusion of Hunan and Xinjiang together do not exceed US $ 100 million to buy Kazakhstan oil and gas assets of a company. Meanwhile, the company and Afghanistan to cooperate to jointly invest $ 3 million in Kabul, setting up subsidiaries, joint development of Afghanistan oil and gas market. Companies say this is an important step in implementation of the international development strategy.

China built the notice on December 12, 2014, proposed a $ 953 million acquisition of 100% shares in one of Australia’s largest construction contractor JohnHolland, consolidation of companies “along the way” leader. The company is Australia’s leading provider of engineering and contracting services, business located in Australia, and New Zealand, and Southeast Asia.

China built said that JohnHolland can bid and deliver world class infrastructure projects in Southeast Asia and has a long and successful history of Hong Kong, China built in these markets is expected to continue to gain access to development opportunities and benefits.

31 heavy industry announcement last November to issue convertible bonds, which intends to spend $ 1.018 billion dollars for Brazil industrial park construction project (phase I), scheduled to be completed in June 2016 equipment commissioning and trial production. China electric power construction had also announced the establishment of overseas regional headquarters, moved forward to realize international business management and control functions, to further enhance the company’s international business competitiveness and efficiency.

Analysts believe that as the country “along the way” strategy of landing in 2015, infrastructure, machinery, energy companies overseas orders and earnings will continue to grow. Listed companies to accelerate the pace of sea, you can quickly expand overseas production, further enhancing the company’s core competitiveness, internationalization of accelerating the layout market.

Original title: listed companies leveraging “along the way” competing “out to sea”